Connect WhatsApp to amoCRM

WhatsApp connects to ChatRex Lite using a QR code.

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How to connect WhatsApp

1. Open ChatRex Lite settings in amoCRM.
2. Go to the Channels section;
3. Click "Connect Channel";
4. Click on “Connect on WhatsApp Channel”
5. Click “Scan QR”, scan the QR code from the phone on which WhatsApp is installed;
6. Wait for "Connected" status.

Set up new deals

Open the connected channel settings and specify:

• amoCRM for new applications;
• name of the transaction being created.

To add a value from amoCRM to the title, enter @ and select the desired field.

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It is important to know before connecting n

• One WhatsApp number can only be connected to one ChatRex account.
• It is not recommended to use a number already connected to other integration services.
• The WhatsApp phone must be enabled and have a stable Internet connection.
• You can use both personal and work numbers.

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If the QR code is not scanned

• Update the QR code and try again.
• Make sure WhatsApp is not connected to another service.
• Check the internet connection on your phone.

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If the channel shut down.

WhatsApp can temporarily shut down if:

• change of device;
• logging out of your WhatsApp account;
• Unstable Internet connection.

In this case, reconnect the channel.